See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,643 | $106,749-25.4% | $145,433-45.2% | $82,448-3.4% |
| Participation rate | 75.4% | 75.6%-0.2pp | 82.1%-6.7pp | 68.1%+7.4pp |
| Annual return | 20.33% | 27.59%-7.3pp | 66.58%-46.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,399 | $3,444-1.3% | $4,554-25.4% | $2,551+33.3% |
| Participant deferral / active EE | $7,478 | $6,519+14.7% | $7,897-5.3% | $4,139+80.7% |
| Admin fee / account holder | $1,453 | $8,390-82.7% | $13,129-88.9% | $7,234-79.9% |